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Home > Institutional Investor > Badgley Phelps Wealth Managers, Llc > Profile

Instuitional Investor - Badgley Phelps Wealth Managers, Llc

Fund Profile
Filing Period:
Fund Name: Badgley Phelps Wealth Managers, Llc
Portfolio Value $3,668,599,132
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 637,076 $239,565,923 6.53%
2.
Apple Inc.
 AAPL 878,292 $169,097,471 4.6%
3.
Ishares Trust
 IEF 2,234,629 $168,379,300 4.58%
4.
Vanguard Index Fds
 513,634 $109,573,552 2.98%
5.
Amazon Com Inc
 AMZN 600,825 $91,289,351 2.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)